Move transactions to Transfers? #8303
Replies: 4 comments 6 replies
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Yes, but it depends a bit on how you want to approach this.
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Also perhaps helpful: https://github.com/orgs/firefly-iii/discussions/7983 |
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I'll add my experience since I'm also trying to import from Mint to Firefly. I tried for several days/weeks to use the Firefly importer to import from the Mint transactions.csv, however I could never get it to work right. Mint stores a transfer as a credit/debit, but over several banks and several years, the descriptions were not enough to really resolve what accounts are part of the transfer. Trying to remap the data to turn descriptions into Opposing Account Names would just lead the importer to completely time out and or crash due to the data sizes involved or would not be useful in the case of "Transfer from Checking"--Which checking? And when it did import, I ended up with duplicates (when the importer would create a transfer on both sides.) Ultimately, that has lead me to instead iterate on this using a custom Python + Pandas script that would handle the import by identifying likely transfer pairs based on dates, amounts, and descriptions. It's not yet working, nor is it at all clean, but it's so far avoided the above problems. I intend to document and share it once it's working better. |
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I feel terribly stupid but I can't seem to find this option? Maybe I'm in the wrong place? I imagine you're speaking from the Action dropdown on the Transactions screen or the Edit Transaction screen but I can't seem to find this option in either. I have some individual transactions that it would be much easier to change rather than make a new rule. |
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After importing a year's worth of transactions, I'm seeing that Transfers ended up as transactions and it looks like I'm spending more than I'm making every month (by a lot). I can't seem to figure out how to move them to transfers where I'm assuming they won't count as expenses. Is there a way to do this?
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